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JL MAG Rare-earth Industry Price Briefing 2202（Issue No. 403） 01-10~01-14

Week 03，2022

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、镝铁、金属钕和铽的价格上涨。亚洲金属网周末价格: 镨钕金属价格1110-1120元/KG；金属钕价格1250-1260元/KG；镝铁合金价格2970-2990元/KG；金属铽价格16150-16350元/KG。

This week, prices of PrNd, Nd metal, DyFe and Tb increased. Prices from Asian Metal at this weekend presented: PrNd metal 1110-1120 RMB/KG, Nd metal 1250-1260 RMB/KG, DyFe alloy 2,970-2,990 RMB/KG, and Tb metal 16,150-16,350/KG.

2.     业内人士分析Analysis of Professional Insiders

本周稀土市场整体走势或稳或涨，主流产品持续高位并有不同幅度拉涨，步入年尾，下游备货陆续进入尾声，上游逐步迈入节前收尾，整体成交热度与上周相比有所降温，尤其是北方稀土平挂后，市场虽仍保持价格坚挺，但实际订单明显趋缓。

The overall trend of rare earth market was either stable or rise this week, the mainstream products remains high and pull up in different range; to end of the year, the downstream stocking is coming to an end one after another, and the upstream is gradually entering the end before the holiday; compared with last week, the overall transaction heat decreased, especially after China Northern Rare Earth’s flat quotation, although the market still maintained a firm price, but the actual orders slowed down significantly.    

本周初期，预期的缅甸暂时开关未有成行，近半年的封关，导致重稀土价格飙涨，热度持续升温，且高价成交可见。下游基于一段时间的镝铽替代，技术早已成熟，尤其是在铽的用量上，也已有所减少，下游高价接盘的不踊跃也缓解了镝铽过快的上涨速度。但随着冬奥，奥密克戎的蔓延及两会，短暂开会后，再次封关的时间节点或许要后移至三月中，致使，镝铽持货贸易商仍对节后赌涨心态表现积极，捂货情绪较浓。

At the beginning of this week, the expected switch of Myanmar did not come true, and the close of nearly half a year caused the price of heavy rare earth to soar, the heat continues to heat up, and the high price transaction can be seen. The downstream based on a period of Dy and Tb replacement, technology has long been mature, especially in the dosage of Tb, has also been reduced, the downstream high price plate which was not enthusiastic also eased the fast rising speed of Dy and Tb. But along with the winter Olympic Games, the spread of Ormicron and the two Sessions, after a short meeting, again the closed time node may be moved to the middle of March, resulting in Dy and Tb goods traders are still on the post-holiday gambling positive mood, covering goods sentiment is strong.

对节后的预测，业内看法比较一致，且充满信心，普遍预测春节后主流产品价格仍有可能再次冲高。长时间的高价位，拉高了中间及下游环节的库存成本，若节后价格大概率的上调，规模采购或会有所收敛，镨钕散单稳涨的时间或会缩短。（瑞道稀土资讯）

On the forecast after the festival, the industry view is more consistent, and full of confidence, it is widely predicted that the price of mainstream products after the Spring Festival is still likely to be high again. The high price for a long time has raised the inventory cost in the middle and downstream links. If the price is likely to rise after the holiday, the large-scale purchase may be restrained, and the time for the steady rise of PrNd scattered order may be shortened. (Ruidow Rare Earth Information)

北方稀土高科技股份有限公司发布1月稀土产品挂牌价格

Listing Price of China Northern Rare Earth issued in Jan.

南方稀土发布1月11日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Jan. 11th from CSRE

单位：万元/吨（出厂含税价）

Unit: 10 thousand RMB/ ton (EXW price incl. tax)

3.    趋势图（参考亚洲金属网）Tendency Chart (refer to Asian Metal)

2022年1月14日

January 14^th, 2022